(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 9th, 2017

The Effect of Choice on Regret Aversion and Trust in Sponsors’ DC Plans

Day One of the 2017 PLANSPONSOR National Conference kicked off with an engaging discussion by  Punam A. Keller, Ph.D., Charles Henry Jones third century professor of management, Tuck School of Business at Dartmouth. Keller said lower trust in plan sponsors and providers requires a change in nudge features and contended that enhanced active choice (EAC) is an effective communication tool that can be used to increase trust in the plan sponsor and increase DC plan enrollment and participation rates.Read more >

Healthy Lifestyle Important to Retirement Planning

People aspire to a more active retirement lifestyle, and staying in good health can help achieve their goals.Read more >
Groom Law Group and Cammack Retirement Group will field your questions concerning 403(b) plans and regulations. Email rebecca.moore@strategic-i.com with Subject Ask the Experts

Family Resources Expected to Be a Big Part of Retirement Income

A survey also found U.S. investors rank long-term care and health care costs as their biggest threat to financial security in retirement.Read more >

ICI Data Reveals No Increase in DC Plan Withdrawals and Loans

Withdrawal and contribution data indicate that essentially all defined contribution (DC) plan participants continued to save in their retirement plans at work last year, according to “Defined Contribution Plan Participants’ Activities, 2016,” by the Investment Company Institute (ICI).Read more >

Integration Boosts Performance of Financial Wellness Programs

Nathan Voris, managing director of business strategy for Retirement Plan Services at Charles Schwab, tells PLANSPONSOR that a good financial wellness program is holistic, heavily data-driven, goals-based, and integrated into the overall benefits package in a thoughtful way. A good place to start building a new program—or revamping an old one—is with a thorough examination of participant demographics, which can unearth specific financial management needs that should be addressed.Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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